Lazard Asset Management’s A.O. Smith AOS Stock Holding History

Lazard Asset Management’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-37,301	Closed	-$2.49M	–	1867
2025 Q4	$2.49M	Buy	+37,301	New	+$2.52M	﹤0.01%	781
2025 Q2	–	Sell	-485	Closed	-$31K	–	2288
2025 Q1	$31K	Sell	485 -1,690	-78%	-$114K	﹤0.01%	2071
2024 Q4	$148K	Sell	2,175 -14	-0.6%	-$1.06K	﹤0.01%	1691
2024 Q3	$196K	Buy	2,189 +1	+0%	+$83	﹤0.01%	1614
2024 Q2	$178K	Sell	2,188 -229	-9%	-$19.4K	﹤0.01%	1595
2024 Q1	$216K	Buy	2,417 +1,932	+398%	+$159K	﹤0.01%	1267
2023 Q4	$39K	Sell	485 -41,684	-99%	-$3.07M	﹤0.01%	1950
2023 Q3	$2.79M	Sell	42,169 -2,307	-5%	-$164K	﹤0.01%	814
2023 Q2	$3.24M	Buy	44,476 +42,734	+2,453%	+$2.93M	﹤0.01%	801
2023 Q1	$120K	Sell	1,742 -1,634	-48%	-$106K	﹤0.01%	1464
2022 Q4	$192K	Buy	3,376 +8	+0.2%	+$447	﹤0.01%	1302
2022 Q3	$163K	Sell	3,368 -598	-15%	-$34.3K	﹤0.01%	1319
2022 Q2	$216K	Sell	3,966 -42,920	-92%	-$2.58M	﹤0.01%	1264
2022 Q1	$2.99M	Sell	46,886 -412,563	-90%	-$30M	﹤0.01%	834
2021 Q4	$39.4M	Buy	459,449 +195,376	+74%	+$14.9M	0.04%	341
2021 Q3	$16.1M	Buy	264,073 +243,086	+1,158%	+$17M	0.02%	530
2021 Q2	$1.51M	Buy	20,987 +19,328	+1,165%	+$1.33M	﹤0.01%	890
2021 Q1	$112K	Hold	1,659	–	–	﹤0.01%	1186
2020 Q4	$90K	Buy	+1,659	New	+$91.4K	﹤0.01%	1208
2020 Q3	–	Sell	-74	Closed	-$3K	–	1602
2020 Q2	$3K	Buy	+74	New	+$3.23K	﹤0.01%	1536
2018 Q4	–	Sell	-1,111	Closed	-$59K	–	1022
2018 Q3	$59K	Hold	1,111	–	–	﹤0.01%	944
2018 Q2	$65K	Buy	+1,111	New	+$70K	﹤0.01%	933

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management's AOS Position: Q1 2026 in Review

Lazard Asset Management sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 37,301 shares — an estimated $2.49M sold.

Lazard Asset Management first reported a position in AOS in Q2 2018 and held it in 22 quarters. The position peaked at $39.4M in Q4 2021. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Lazard Asset Management reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
Lazard Asset Management sold 37,301 A.O. Smith shares in Q1 2026, an estimated $2.49M.
Lazard Asset Management first reported a position in A.O. Smith in Q2 2018 and held it in 22 quarters.
Lazard Asset Management's A.O. Smith position peaked at $39.4M in Q4 2021.
636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.